In the News: Smart estate planning: Assets that work best for your heirs
As seen in the Marietta Daily Journal: Bil Lako, CFP® highlights some of the easiest assets to pass on to your heirs—especially those that pass by beneficiary designation.
In the News: From treasure to burden: The challenges of inheriting material wealth
As seen in this week’s Marietta Daily Journal: Bil Lako explains why it’s best to talk to your heirs to see if they even want what you have—and if they don’t, consider getting rid of it before you die.
In the News: Navigating new rules: Roth IRA rollover options for unused 529 Plan funds
As seen in the Marietta Daily Journal, Bil Lako, CFP® highlights your options if you have leftover funds in a 529 Plan—including the newest option of a Roth IRA rollover.
In the News: The role of irrevocable life insurance trusts in estate planning
As seen in this week’s Marietta Daily Journal, Bil Lako, CFP®, explains strategies for high-net-worth individuals can navigate changing estate tax exemptions using life insurance.
In the News: Found Money: Should You Use an Old 401(k) to Pay Off a Child’s Student Loans?
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains that parents often want to help their children, but dipping into retirement accounts for student loans may not be the best move.
In the News: Understanding the economy’s contradictory trends
As seen in the Marietta Daily Journal, Bil Lako, CFP®, discusses the talk of a recession and the conflicting signals in the economy. Strong consumer spending and a strong labor market offer hope for a ‘soft landing’ instead.
In the News: Death, taxes, and paperwork: Filing a final tax return
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains that if you were married, you’d would still file married filing jointly for the year your spouse died. However, you may also need to file an estate return and consider updating your own estate plan.
In the News: 401(k) investing: Finding balance between active engagement and passive management
As seen in the Marietta Daily Journal, Bil Lako, CFP®, looks at two extreme ways to manage your 401(k) investments. He provides advice for keeping your asset allocation in line.
In the News: Steps to ensure your portfolio’s stability amid uncertainty
Navigating the 2024 Election Year: Wondering how to safeguard your portfolio? As seen in the @mdjonline: Bil Lako, CFP®, provides insights on staying resilient amid uncertainty, economic conditions, and global politics.
In the News: Unlocking tax savings: Strategies for self-employed individuals
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains why self-employed individuals should work with a tax adviser to optimize deductions and explore retirement plans.